Financial ServicesRetirement Planning ServicesWealth ManagementInsuranceInvestment
Why we joined the Chamber? I find it tremendously valuable to meet people of various specialist in a social setting. This allows us to assist our clients when they have a need for that service. We are also looking to grow our Advisory practice in the next few years. If you are in the market to get in the Market, I will say this: I get it. Investing can be complicated. Ask all the questions you want, and I will answer them in plain English. My team is comprised of Senior Branch Office Administrator Jan Lopez and myself. We will work for you and with you to allow you to pursue whatever in life you are passionate about and not spend all you free time watching CNBC or reading the Wall St. Journal. We provide guidance on how our clients spend, save, protect and borrow. Let us know if you want to talk.